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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,761 | $201,264-51.9% | $184,185-47.5% | $145,978-33.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.11% | 29.00%-16.9pp | 28.81%-16.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $6,708 | $7,021-4.5% | $6,426+4.4% | $4,662+43.9% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,690+128.0% |
| Admin fee / account holder | $387 | $16,376-97.6% | $13,909-97.2% | $13,400-97.1% |